991 results found
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Separate, non Follow-Up form to Collect Thank You Notes from Students
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow up forms. The choice between having fewer common follow ups (general thank you) and a large number of opportunity-specific follow ups (to get a specific follow up) is not a great one. A dedicated way of exporting these or emailing a donor directly would also be…
3 votes -
Prevent Duplicate Applications in GLM
Please consider only allowing one application per process by each organization. I saw duplicate application from single applicant most of the time. I would be greatly appreciate if it is fixed soon.
2 votes -
filter in idea lab search
This was briefly touched on before https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/16809247-filterable-search-results-in-idea-lab
after doing a search in idea lab it would be helpful to be able to narrow down the search instead of having to go through many pages of answers. Being able to filter by status at minimum.
tagging and filtering by product would also be helpful
1 vote -
Form Completion Indicator configured on applicable questions
Form Completion Indicator. It would be nice if the completions indicator could be configured based only on the questions that are actually applicable or mandatory. Right now it seems the indicator counts every single questions in the form, regardless of whether they are mandatory or not or if they are just displaying a question which can be misleading to the applicant who is applying
3 votes -
Evaluator batch print function
Someone else has already asked to add batch printing to the Evaluations stage, but we really need it to go one further, and to allow Evaluators to batch print for themselves. This is the number one thing all our Evaluators, many of whom are reading over a 100 applications at a time, have been asking for for the last several years, and when we switched to Foundant, we had thought we were giving them that, only to find out after the fact that we misunderstood, and they still have to download one pdf at a time. Adding batch printing to…
16 votes -
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up ha
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up has been submitted or closed, can it state that instead of them all saying follow up assigned? It is not helpful to have that if it isn't totally accurate info. I noticed that even if all the reports are closed, it still says follow up assigned and that is frustrating.
2 votes -
Fund Balance Public
We have some fund holders that are working to grow their funds and would like to have their fund balance public.
1 vote -
Automatically generated request ID
We have long project names for our applications and an automatically generated request ID (example 20240041) that includes the year, would be helpful to identify and search for a specific request, without needing to remember the project name or organization name.
33 votes -
Make it possible to delete or hide sections of the dashboard that are no longer relevant
It is currently impossible to get rid of a section of the dashboard once you have used it in some of your applications. In our case, we used to have an LOI as part of our application process. We got rid of that over 5 years ago, and yet to this day two large boxes on our staff dashboard screen are taken up by a process that hasn't been relevant in close to a decade.
2 votes -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
2 votes -
Support Hub
Support Hub needs better documentation re: Print Packets
https://support.foundant.com/hc/en-us/articles/4404567826071-Print-Packets
Please detail the logic about question view-ability and how they are reflected in different print packets. Nothing is mentioned on this page about Print Packets for Follow-Ups. Apparently question view-ability is reflected differently in Application packets and Follow-Up print packets. at least according to a support chat that I had.1 vote -
Comments in Shared Questions
Hello! On the left, I've integrated the applicant answers into the evaluation form, which is great, but I lose the comments! (Which are still in the application on the right.) Is there any way we can get those to go with the question? Thanks!
1 vote -
Restrict Inactive Applicants From Receiving Emails
I'd like to propose the idea of restricting applicants who have been set as inactive to no longer be included on emails. Ideally, those who are set to inactive should not continue to receive emails through Foundnat. For example, when I send an email to a user and I cc' the primary organizational contact (who happens to be inactive) he/she is included on the email chain. My temporary fix is to edit the inactive profile and then make a dummy email address and select a new applicant as the primary organizational contact.
6 votes -
It would be great if we were able to sort Fund Fee Types in alphabetical order.
It would be great if we were able to sort Fund Fee Types in alphabetical order.
2 votes -
CC Email to Parent
Would it be possible to pull the parent’s email address (from the scholarship application) to cc them on an email to the student without going back to the application to find the email address?
1 vote -
Show Decision Status
Show Decision Status: current setting applies to entire site (available under site settings). Moving this setting to the Process Manager and allowing it to be set individually on each process would open up more flexibility to accommodate different foundation's workflows.
Example: two grant programs are open at the same time. one is a rolling basis application process with fast turn around. the other is a quarterly LOI process involving board meetings. the ideal use of "show decision status" for these two programs would be vastly differently; yet the software is forcing one setting for all.
5 votes -
Wrapping text in Short Answer Questions
It would be great if text boxes wrapped in the application like the tables do now.
9 votes -
Bulk save Fund Statements to PDF
When generating fund statements in bulk, there is no option to efficiently save each fund's statement as a separate PDF file - the only option is to save them all in one compiled PDF (via either "Generate All File" or "Create Print File"), or to save each fund's statement separately via a series of clicks.
I would like the ability to generate and save fund statements as individual PDFs with a customizable File Name (eg: %Fund_name Statement FY 2024-2025.pdf) with one (or two) simple clicks!
1 vote -
Custom Fields on Scholarships
We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(
4 votes -
Show the Debugger Trace Report
I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.
4 votes
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